See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,290 | $183,963+3.4% | $162,163+17.3% | $152,861+24.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 19.83% | 150.76%-130.9pp | 115.59%-95.8pp | 345.32%-325.5pp |
| Employer contribution / active EE | $2,174 | $6,371-65.9% | $5,614-61.3% | $4,762-54.3% |
| Participant deferral / active EE | $11,388 | $8,034+41.8% | $7,298+56.0% | $5,850+94.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |